PART THREE – MYTH VS. FACT: The Path to Financial Diversity
Read moreIt’s hard to achieve financial diversity when you’re unsure of the tools available to you or confused by the variety of options – mutual funds, Certificate of …
5 Things You Need to Know About FIAs
Read moreAn easy guide to the 5 things you should know about Fixed Indexed Annuities (FIAs).
Red, White & Scammed: Q&A with Personal Finance Expert Ellie Kay
Read moreIn today's video blog, Ellie Kay answers your questions about whether some of the "opportunities" available to American consumers are in fact a good deal or ju…
Preparing for Escalating Healthcare Costs in Retirement
Read moreA recent Associated Press article reported that the average retired couple is facing $220,000 in medical bills during retirement. If that number astounds you, …
Indexed Annuity Sales are Up, Complaints are Down
Read moreDespite the growth in indexed annuity sales, complaints against the product have significantly decreased since 2010, according to data recently released by the…
The Best of Both Worlds
Read moreOne of the most common misconceptions about annuities is that to guarantee the monthly income payments you forego access to your principle in an emergency or t…
Why the 4% Rule Still Stands
Read moreIn light of stock market volatility, all time low interest rates, and retirees living longer, many financial experts are saying that you should reduce that 4% …
Despite Economic Recovery, Americans Still Anxious about Retirement
Read moreA recent poll by the National Institute on Retirement Security (NIRS) finds that despite the improvements to the economy, Americans are still feeling anxious a…
Indexed Annuities: The Basics
Read moreTo help people like you understand the different product features of indexed annuities we've created this helpful video that explains the ins and outs of the i…
FAQ of the Week: How is interest rate credited?
Read moreBy Wade H. Mayo, President, Life Insurance Company of the Southwest, member of the National Life GroupOverall, indexed annuities are relatively simple to under…
Five Myths about Indexed Annuities: Part 4
Read moreAll financial vehicles have to cover the provider’s sales and marketing expenses. Over time, the margins built into an annuity to cover commissions are not nec…
Five Myths about Indexed Annuities: Part 3
Read moreBy Jim PoolmanMyth: Indexed annuities impose uncharacteristically high surrender feesTruth: Surrender charges, which limit liquidity to an extent, are clearly …
Five Myths about Indexed Annuities: Part 2
Read moreThere are many unique benefits to indexed annuities that make them an important part of any balanced financial plan. More specifically, indexed annuities offer…
Five Myths about Indexed Annuities: Part 1
Read moreIf you’ve read anything about indexed annuities, chances are pretty good that not everything you’ve read is true. Each day this week, we will tackle a common m…